Great product, saves time and creates a better experience for clients.
June 05, 2024

Great product, saves time and creates a better experience for clients.

Ashley Mareko | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with PandaDoc

We use PandaDoc for all our contracts and new client documents. Their system allows us to change our forms and update them as needed quickly. PandaDoc gives us the option to send via email or text for clients to review and sign. We are able to review where a client might be stuck on the documents so we can reach out and address the delay.

Pros

  • Quick and easy creating of templates.
  • Dashboard allows me to see my teams contracts and their status at a glance.
  • Links for contracts are helpful for our clients who are traveling.

Cons

  • A fill in button for full names, instead of using the text button.
  • Time saved on creating documents
  • Time saved on making changes to documents
  • Greater employee efficiency
I know we are not using all the available tools. I find the reusable templates, embedded eSignatures, and automated workflows help our team to service our clients.
We consistently use PandaDoc's mobile-friendly signature and real-time notifications. Our team can move into the next steps with the notifications. There is no time wasted checking if documents have been reviewed or signed. Our clients find it helpful to receive the mobile link instead of searching through their overcrowded email accounts.
PandaDoc allows us to keep the professional aesthetics that our clients expect while being efficient.
We chose PandaDoc for its ease of use and tools that allow a professional feel. The convenience for our clients to review and sign agreements also helped us make the decision to go with PandaDoc.

Do you think PandaDoc delivers good value for the price?

Yes

Are you happy with PandaDoc's feature set?

Yes

Did PandaDoc live up to sales and marketing promises?

Yes

Did implementation of PandaDoc go as expected?

Yes

Would you buy PandaDoc again?

Yes

In our field, all clients sign numerous agreements and contracts, and having several templates makes it quick to get the documents to them. Being able to see where clients are spending the most time on the application helps us to improve our documents and support.

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